Unit 17 18 Sales and Distribution Rules

7/30/2019 Unit 17 18 Sales and Distribution Rules

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Unit 17

ales and Distribution (SD)- Rules -

MELJUNCORTES


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January 2008 SAP AG - University 2

Business Process Integration

R u

l e s

SD


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Assign Sales Area to Pricing

ProcedurePricing Procedure Assignment uses thecombination of: Sales Area Document Pricing Procedure Customer Pricing Procedure

Each combination of these has a

pricing procedure assigned


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Availability Check

In determining the materialavailability date the system caninclude specific stocks if selected,such as: Safety stock Stock in transfer Quality inspection stock Blocked stock Restricted use stock All movements of stock


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Credit Checking

Static Credit Limit Check Open Orders Open Deliveries Open Billing documents Open Items (accounts receivable)

Credit check to maximum documentvalue (per order)


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Shipping Functions

Shipping Point Determination The shipping point is selected for each

line item based on the shipping point

determination process Shipping point based on:

Shipping condition Loading group Delivering plant


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Shipping Functions (continued)

Route Definition Delivery method and the transit time Dummy routes can be used to easily

define transit time Route Determination

Proposed route is chosen using

Shipping point Destination country Transportation zone Shipping condition


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Revenue Assignment

Determination Transfers billing values from theSales and Distribution to Finance

Used to recognize revenue Keys used to allocate revenue to the

proper account


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Automatic AccountAssignment

Defines the G/L accounts that billingentries are posted to revenue,sales deductions, surcharges, freightcharges, etc.

Application

V

Sales

ConditionType

KOFI

ConditionTables

Chart of Accounts

C001

SalesDocument

SalesOrganization

S001

SalesDocument

Customer Account Group

01

Customer Master

AccountKey

ERL

PricingProcedure

General Ledger Account

600999

Chart of Accounts


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Unit 17 Exercises

138. Assign Sales Areas to Pricing Procedure

139. Define Availability Check for Sales Orders

140. Assign Sales Document to Credit Check

141. Create Shipping Point Determination

142. Create Revenue Account Assignment Key

143. Check Stock Status


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Unit 18

Sales and Distribution (SD)

- Transactions -


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Business Process Integration

TransactionsSD


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Transaction Data

Includes internal and externalexchanges that describe businessactivities

Unlike master data, aggregatetransactional data is dynamic eachtransaction is unique


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R/3

FIFinancial

AccountingCOControlling

PSProjectSystemWF

WorkflowISIndustry

Solutions

MMMaterialsMgmt.

HRHuman

Resources

SDSales andDistribution

PPProductionPlanning

QMQualityMgmt.PM

Plant Maintenance

SMServiceMgmt.

Client / Server Integrated BusinessSolution

ECEnterpriseControlling

AMFixed AssetsMgmt.

Sales and Distribution (SD)


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Document Types

Inquiry Quotation Returns Contract

Sales Order Cash Sales ConsignmentScheduling

Agreement

Rush Order Debit MemoReturnablePackaging

CreditMemo


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Order ProcessingFunctionality

Delivery scheduling Availability check

Transfer of requirements to MaterialRequirements Planning Pricing

Credit check Shipping point and route

determination Foreign trade and license processing


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Delivery Scheduling

Automatic scheduling of essentialshipping activities

Calculated using defined activitytimes Resulting in scheduled activity dates Determined using backward and

forward scheduling rules


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Delivery Scheduling (continued)

Structure of sales documentsHeader

Line Item # 1

Line Item # 2

Schedule Line # 1

Schedule Line # 1

Schedule Line # 2


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Delivery Scheduling Terminology

Transportation lead time Time required to schedule transportation

Pick/Pack time Time required for picking and packing

Load time Time required to load

Transit time Time required to transport goods from

shipping point to ship-to


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Backward Scheduling

RequestedDelv. Date

GoodsIssueLoading

Material Availability

Order Date

Transp.Sched.

TransitTime(2 days)

LoadingTime(1 day)

Pick & PackTime(2 days)

Transp.Sched.Time(1 day)

2nd 3rd 4th 5th 6th1st


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Forward Scheduling

TransitTime(2 days)

LoadingTime(1 day)

Transp.Sched.Time(1 day)

NewDelv.Date

1st 3rd 4th 5th 6th2nd

Pick & PackTime (2 days)

7th

RequestedDelv.Date

GoodsIssueLoading

Material Availability

Order Date

Transp.Sched.


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Availability Check

Determines the material availabilitydate

Considers inward and outward

movement of inventory customizable Influences partial deliveries by

Proposing a quantity that can bedelivered on the requested date(complete delivery)

Determines earliest date for full delivery

Determines the number and dates forartial deliveries to fulfill the order


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Availability Check

(continued) In determining the materialavailability date the system caninclude specific stocks if selected,such as: Safety stock Stock in transfer Quality inspection stock Blocked stock

Restricted use stock


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Transfer Requirements toMaterial Requirements

Planning Ordered quantities are passed toMaterial Requirements Planning

Controlled by the schedule linecategory Blocking of documents can affect

requirements passing deliveryblock


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Pricing

Highly touted world-classfunctionality

Very easily tailored to meet businessneeds A very robust module in SAP Gross to net pricing for material


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Credit Check

Efficient means to implement creditmanagement

Integrated with Financial Accounting(FI) -- Via credit control area Automatically alerts when a credit

check fails Comprehensive credit management

reporting


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Shipping Point and RouteDetermination

A shipping point is determined foreach line item shipping pointdetermination

A delivery can only be processedfrom one shipping point

Routes - route to be traveled &transit time are determined usingcustomized rules

Routes can be used to simply define


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Foreign Trade and LicenseProcessing

Predefined trade areas NAFTA, EU Automated reporting for trade areas

Automated controls License management Embargo lists Control by customer, country, product,

point in time


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Document Flow

The document flow feature allowsyou to find the status of an order atany point in time. The SAP systemupdated the order status every timea change is made to any of thedocuments created in the customer

order management cycle (Order toCash).


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January 2008 SAP AG University 32

Unit 18 Exercises

144. Create Sales Order145. Check Stock Status

146. Create Delivery Note for Sales Order


148. Pick Materials on Delivery Note

149. Post Goods Issue


151. Bill Customer

152. Post Receipt of Customer Payment

153. Review Document Flow

Documents

Unit 17 18 Sales and Distribution Rules